Plan Snapshot
- Plan Sponsor: Nutrition, INC.
- Sponsor EIN: 251272788
- Sponsor Address: 580 WENDEL ROAD, SUITE 100, IRWIN, PA, 15642
- Plan Type: 401(k)
- Total Participants: 3,642
- Total Assets: $20.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,642 | $20.0M | $350,842 | $2.3M |
| 2023 | 3,454 | $17.6M | $291,913 | $2.1M |
| 2022 | 3,247 | $13.7M | $280,119 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $222,574 | — | $222,574 |
| DEFINITI LLC | CONTRACT ADMIN | $110,205 | — | $110,205 |
| HAPANOWICZ & ASSOCIATES FINANCIAL | INVESTMENT ADVISOR | $44,153 | — | $44,153 |
| LALLY & CO LLC | AUDITOR | $15,601 | — | $15,601 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGMT | $15,397 | — | $15,397 |
| LALLY & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LALLY & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $407,930
- Estimated Expense Ratio: 2.040% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $296,482 | — | — | — | — |
| 2023 | $253,270 | — | — | — | — |
| 2022 | $222,694 | — | — | — | — |